WAS

Winch Advisory Services Portfolio holdings

AUM $410M
1-Year Est. Return 15.82%
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.17M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$325K
5
AMZN icon
Amazon
AMZN
+$232K

Top Sells

1
+$3.93M
2
+$2.97M
3
+$936K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$811K
5
MMM icon
3M
MMM
+$84K

Sector Composition

1 Technology 19.02%
2 Financials 10.08%
3 Consumer Discretionary 9.97%
4 Communication Services 7.87%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
32
402
$1K ﹤0.01%
7
403
$1K ﹤0.01%
+104
404
$1K ﹤0.01%
21
405
$1K ﹤0.01%
21
406
$1K ﹤0.01%
30
407
$1K ﹤0.01%
141
408
$1K ﹤0.01%
7
409
$1K ﹤0.01%
28
410
$1K ﹤0.01%
36
411
$1K ﹤0.01%
10
-88
412
$1K ﹤0.01%
43
413
$1K ﹤0.01%
89
414
$1K ﹤0.01%
27
415
$1K ﹤0.01%
+5
416
$1K ﹤0.01%
106
+2
417
$1K ﹤0.01%
65
418
– –
0
419
$1K ﹤0.01%
7
420
$1K ﹤0.01%
+31
421
$1K ﹤0.01%
40
422
$1K ﹤0.01%
36
423
$1K ﹤0.01%
13
424
$1K ﹤0.01%
+25
425
$1K ﹤0.01%
5
15 16
17
18 19